01. About Us

Wealth can mean many things. At Axiom Wealth Strategies, we believe in helping individuals and families define and build true wealth, in the fullest sense of the word. We meet you where you are and take the time to truly listen. Through open, thoughtful conversations, we make it easy to begin shaping today the future you want to see tomorrow. We’re proud to serve young families laying their financial foundation, widows and widowers finding their footing after loss, and those preparing for or enjoying retirement. As a fee-only fiduciary firm, we are committed to transparency, objectivity, and always acting in your best interest.

Axiom and its representatives may only transact business if licensed or excluded from licensing requirements. Individualized responses to persons will not be made absent compliance with licensing requirements or a valid exclusion from licensing.

02. Our Philosophy

We believe clients are best served when they are empowered with knowledge.  Any advisor can list out a client’s goals and sketch a plan to achieve them, however, education around what is possible, and the process of dialoguing/thinking/reasoning together is where the real value lies.  The process of plan development is important on its own, and as life bears change into our stories, the process of development continues.  The guiderails of a solid plan, built on the bedrock of core values, will naturally pull us toward the person we want to become.   Having a partner to modify and discuss the plan as ‘life happens’ is immensely valuable.  Our commitment is to excellence which is expressed as the process/habit of planning.  Join us. 

03. Our Process

Every great plan starts with a conversation. Our process begins with a simple phone call to get to know each other. If we both feel it’s a good fit, we’ll schedule a complimentary introductory meeting to explore your goals more deeply. Through our Discovery Process, we’ll ask thoughtful questions to uncover who you are, what matters most to you, and where you want to go. Together, we’ll chart a path forward, creating a personalized plan designed to help turn your goals into reality. As life evolves, we’ll walk beside you every step of the way, adjusting your plan as needed and helping you stay confident and on course toward the future you envision.

 

Our Services

 

Financial Planning

Prudent financial planning involves more than saving and investing - it is a road map to reach your desired financial destination! An effective financial plan should cover everything from saving and investing to tax planning, risk management, retirement planning, and estate planning.
 

Investment Planning

If Financial Planning is your road map, then Investment Planning is a vehicle to help move you towards your desired destination. The vehicle should change as your life does - and our job is to help you find the best strategy for the stage you are in to accomplish your short and long term goals.
 

Retirement Planning

Retirement Planning is a vital part of your overall financial plan - helping to ensure your financial future is secure long after your working years are over. We help you take control of your future by building a strategy that aligns with your goals so you can retire with confidence and enjoy the life you've worked hard to achieve.
 

Estate Planning

Leaving a meaningful legacy, whether to your loved ones or a charitable cause, requires more than good intentions. It requires a carefully crafted Estate Plan. We can help guide you through the steps necessary for your estate to provide lasting benefits beyond your lifetime and protect and preserve your desired legacy.
 

Axiom Tax Strategies

For current clients of Axiom Wealth Strategies, we offer comprehensive tax preparation to go hand in hand with their financial plan. In-house tax service and a direct line of communication between your advisor and your tax preparer will take your financial planning to the next level!

Blogs